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Wealth Client Service Associate Jobs in Virginia

Client Service Associate Jobs
By Raymond James At Leesburg, VA, United States
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
Performs other duties and responsibilities as assigned.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
High School Diploma or equivalent and one (1) or more year’s securities industry or related work experience preferred.
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.

Are you looking for a job that offers a great work/life balance and the opportunity to make a difference in the lives of others? We are looking for a Wealth Client Service Associate to join our team and provide exceptional customer service to our clients. You will be responsible for managing client relationships, providing financial advice, and helping clients reach their financial goals. If you are passionate about helping people and have a strong customer service background, this could be the perfect job for you!

Overview:

A Wealth Client Service Associate is responsible for providing excellent customer service to clients of a wealth management firm. They are responsible for responding to client inquiries, resolving client issues, and providing advice and guidance on financial matters. They must be knowledgeable about the firm’s products and services, and be able to explain them to clients in a clear and concise manner.

Detailed Job Description:

Wealth Client Service Associates are responsible for providing excellent customer service to clients of a wealth management firm. They must be able to respond to client inquiries in a timely and professional manner, and be able to resolve client issues quickly and efficiently. They must be knowledgeable about the firm’s products and services, and be able to explain them to clients in a clear and concise manner. They must also be able to provide advice and guidance on financial matters, and be able to recommend appropriate products and services to meet the client’s needs.

What is Wealth Client Service Associate Job Skills Required?

• Excellent customer service skills
• Excellent communication and interpersonal skills
• Knowledge of financial products and services
• Ability to explain financial products and services to clients
• Ability to provide advice and guidance on financial matters
• Ability to recommend appropriate products and services to meet the client’s needs
• Ability to resolve client issues quickly and efficiently
• Ability to work independently and as part of a team

What is Wealth Client Service Associate Job Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• At least two years of experience in a customer service role
• Knowledge of financial products and services
• Ability to explain financial products and services to clients
• Ability to provide advice and guidance on financial matters
• Ability to recommend appropriate products and services to meet the client’s needs
• Ability to resolve client issues quickly and efficiently
• Ability to work independently and as part of a team

What is Wealth Client Service Associate Job Knowledge?

• Knowledge of financial products and services
• Knowledge of financial markets and trends
• Knowledge of financial regulations and laws
• Knowledge of customer service principles and practices

What is Wealth Client Service Associate Job Experience?

• At least two years of experience in a customer service role
• Experience in a financial services or wealth management firm
• Experience in providing advice and guidance on financial matters

What is Wealth Client Service Associate Job Responsibilities?

• Respond to client inquiries in a timely and professional manner
• Resolve client issues quickly and efficiently
• Explain financial products and services to clients
• Provide